Institutional Ownership Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM). We have compiled data on the 5,224 institutions that hold shares in the stock, with a total of 2.04 Billion shares, which have been reported (via 13F filing form) to have a value of $591 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ndvr, Inc.
Boston, MA |
May 15, 2025 Q1 2025 |
1,965
shares
|
$569,653
0.49% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
1,965
shares
|
$569,653
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
1,963
shares
|
$569,073
0.29% of portfolio
|
Q1 2025
Added 17.19%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
1,962
shares
|
$568,783
0.18% of portfolio
|
Q4 2024
Added 19.78%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
1,960
shares
|
$568,204
0.09% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Kearns & Associates LLC
|
Jul 09, 2025 Q2 2025 |
1,960
shares
|
$568,204
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jul 16, 2025 Q2 2025 |
1,960
shares
|
$568,204
0.38% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,959
shares
|
$567,914
0.42% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
1,954
shares
|
$566,464
0.18% of portfolio
|
Q4 2024
Added 13.74%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
1,948
shares
|
$564,725
0.3% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
1,944
shares
|
$563,565
0.34% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,944
shares
|
$563,565
0.04% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
1,941
shares
|
$562,695
0.06% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
1,941
shares
|
$562,695
0.08% of portfolio
|
Q1 2025
Reduced 37.08%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
1,937
shares
|
$561,536
0.13% of portfolio
|
Q4 2023
Added 5.44%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
1,931
shares
|
$559,796
0.19% of portfolio
|
Q1 2025
Added 12.14%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
1,927
shares
|
$558,637
0.48% of portfolio
|
Q1 2025
Added 78.43%
|
|
|
Rice Hall James & Associates, LLC
|
May 01, 2025 Q1 2025 |
1,926
shares
|
$558,347
0.03% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
1,918
shares
|
$556,028
0.15% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Jul 10, 2025 Q2 2025 |
1,915
shares
|
$555,158
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
1,913
shares
|
$554,578
0.07% of portfolio
|
Q1 2025
Added 47.49%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
1,913
shares
|
$554,578
0.21% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
1,913
shares
|
$554,578
0.01% of portfolio
|
Q1 2025
Added 28.48%
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
1,912
shares
|
$554,288
0.25% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
1,902
shares
|
$551,389
0.2% of portfolio
|
Q3 2023
Reduced 17.12%
|